Investment Advisor

6 hours ago

Gurgaon, Haryana, India FinanceJobs Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Location:
Gurugram, India

Contract Type:
Full-time, Permanent

Role Overview

We are recruiting motivated graduates to join our advisory team as
Investment Advisors
. This client-facing role involves working with
high net worth individuals (HNWIs)
and corporate clients across international business districts. You will gain specialist knowledge of
UK financial regulations
and global investment practices while building strong client relationships. The position provides a structured pathway into regulated financial advisory, with opportunities to engage directly with international markets.

Key Responsibilities

  • Provide advisory support to clients, including HNWIs and international corporate clients.
  • Assist in preparing customised investment strategies, portfolio reports, and presentations.
  • Engage directly with clients, acting as a key liaison to ensure high-quality service delivery.
  • Develop expertise in UK financial regulations, compliance standards, and advisory best practices.
  • Support senior advisors in client portfolio reviews and investment planning.
  • Research financial markets, international economic trends, and global investment opportunities.
  • Contribute to building and strengthening long-term client relationships.

Candidate Profile

  • Bachelor's or Master's degree in Finance, Economics, Business, or a related discipline.
  • Strong communication and interpersonal skills, with confidence in client-facing situations.
  • Analytical skills and an interest in financial markets, investment strategies, and wealth management.
  • Professional demeanour, integrity, and client-service orientation.
  • Ability to work effectively in a dynamic, international business environment.
  • Commitment to professional development and learning UK financial regulations.

Benefits

  • Competitive salary with performance-based incentives.
  • Structured training in investment advisory and UK financial regulations.
  • Sponsorship for professional qualifications (e.g., CFA, CISI, ESG certifications).
  • Opportunity to work with international clients and high net worth individuals.
  • Private health insurance and employee wellbeing benefits.
  • Relocation and visa support for international business travel, training, and future assignments.
  • Generous annual leave and exam/study support.
  • Clear career progression into senior advisory roles with international exposure.

Opportunity

This role offers a unique platform to
launch a global career in investment advisory
from India. You will gain valuable exposure to UK financial regulation and international business, while advising high-profile clients and high net worth individuals. With structured training, client-facing responsibilities, and international opportunities, this is an excellent first step toward becoming a globally recognised financial professional.

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